AGOX institutional holders

STARBOARD INVT TR · 13F, 2026Q2

Managers holding49
Shares held9,060,291
Reported value$314.0m
Quarter flows13 new, 12 added, 16 trimmed, 8 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Berman McAleer LLC2,226,581$77.2m8.9%
Ameritas Advisory Services, LLC1,496,765$51.9m1.0%
ROYAL BANK OF CANADA954,702$33.1m0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC698,812$24.2m0.3%
LPL Financial LLC480,786$16.7m0.0%
Cetera Investment Advisers427,633$14.8m0.0%
ENVESTNET ASSET MANAGEMENT INC401,022$13.9m0.0%
UBS Group AG301,095$10.4m0.0%
Stratos Wealth Partners, LTD.278,915$9.7m0.1%
Octavia Wealth Advisors, LLC271,431$9.4m0.8%
PARTNERS WEALTH MANAGEMENT, LLC221,209$7.7m7.5%
OSAIC HOLDINGS, INC.219,294$7.6m0.0%
COMMONWEALTH EQUITY SERVICES, LLC174,161$6.0m0.0%
WealthPlan Investment Management, LLC143,079$5.0m0.2%
Global Retirement Partners, LLC112,278$3.9m0.1%
WealthPLAN Partners, LLC84,406$2.9m0.6%
INTEGRITY ALLIANCE, LLC.60,735$2.1m0.1%
NewEdge Advisors, LLC59,081$2.0m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP58,735$2.0m0.0%
RAYMOND JAMES FINANCIAL INC58,256$2.0m0.0%
FIRETHORN WEALTH PARTNERS, LLC51,768$1.8m0.6%
Empirical Asset Management, LLC45,419$1.6m0.4%
Goldstone Financial Group, LLC29,492$1.0m0.1%
Avior Wealth Management, LLC25,801$894,2700.0%
Prime Capital Investment Advisors, LLC22,832$791,3400.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("AGOX"). AGOX price history · All 13F data

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